What do you like best?

Maximzier is a good and (now) solid CRM. Over the years, functionality and UI have been improved and the product is now quite modern. It handles all the tasks a CRM should handle.

What do you dislike?

It appears that the software is build as patches on patches. This makes some of the tasks quite slow. Also the way selection of contacts in the customer database works seems strange. It takes forever to fetch all contacts from a selected group of companies. Finally the sync with Outlook continues to cause issuess - especially with recurring events.

Recommendations to others considering the product

You should really consider the Cloud solution over the on-premises. We are not able to use the Cloud solution yet as we have som elegacy software, that will not work with that.

What business problems are you solving with the product? What benefits have you realized?

Well, Customer Relationship Management :-) We keep track of all our customers and activities across five sales teams and two locations.

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What do you like best?

Maximizer's best quality is its Action Plans - simple to set up while powerful to use. Action plans can generate yearly tasks, calls and meetings which make streamlining a client service business very easy. Furthermore, you can associate Action Plans with Segmentation of clients, thus fully integrating your Client Segmentation ensuring that each client receives particular consistent service.

What do you dislike?

Maxmimzer's calendar is lacking. Making an appointment is not fast enough and there should be a capability to view two different calendars transposed on eachother. Further, making appointments at the same time seems unreasonably slow (lots of meetings intersect with eachother)

Recommendations to others considering the product

Learn how to data map your info from Excel to Maximizer when you first start. Try everything available. Learn how to use UDFs and Key Fields!

What business problems are you solving with the product? What benefits have you realized?

Have a schedule for client relations/ Effectively classifying out clients/ saving all emails related to client activities/ using cloud to make client documents accessible anywhere/ sending mass emails

What do you like best?

The software allows us to manage all our customer and supplier contact information in a centralized system. We also use the system to keep track of customer quotations, and track customer service requests and job scheduling. It would be difficult for our staff to manage their workload without Maximizer.

What do you dislike?

The set up of the various modules can be a little complicated and time consuming. We have an local dealer (Cencomp) that provides excellent service on the product. We can really count on them to help us develop systems that make our life easier.

Recommendations to others considering the product

I think you really have to think about the "end result" that you are trying to achieve. You can waste a lot of time and energy if you are not clear on what you want to accomplish. This is also where a good, local dealer can help you.

What business problems are you solving with the product? What benefits have you realized?

Important emails and documents are stored and are at your fingertips at all times. Service requests are tracked.....nothing falls between the cracks.

What do you like best?

I have been using Maximizer since 1996. It has such flexibility, we use it far beyond the limits of other CRM programs I have used. There are endless ways of organizing data, merging to documents, creating reports, keeping track of important notes, to do's and so on. Some of the new features in recent years, such as campaigns and opportunities have added even more to the overall usefulness of the CRM environment.

What do you dislike?

As a new cloud use in the last year or so, I miss the speed of the desktop version

Recommendations to others considering the product

Maximizer will do a lot more for your business than you think, it is in a league of its own. If you are not sure, ask for support, it will be worth it.

What business problems are you solving with the product? What benefits have you realized?

Max helps us stay in touch daily with every part of our business. We always have the information we need and we are able to access that information in the the various ways we need. This keeps us productive.

What do you like best?

The ability to log all my interactions with potential and actual clients and enable me to find them rapidly. I often can only recall part of a name or just a partial address and Maximizer allows me to find the contact and my history rapidly. The program is simple to set up and use for a small business and being cloud-based doesn't require any on-premises IT resources beyond broadband. We have found our Maximizer cloud service provider, Advoco Solutions, to be very reliable and helpful with scheduling regular application updates.

In my past corporate environment we used a competitor product which was far too complex and difficult to use and Maximizer has been a breath of fresh air in comparison!

What do you dislike?

The Microsoft Outlook interface could be a bit smoother and the ability to pull in emails from other mail programs would be useful, neither of which critically impact my use of Maximizer.

Recommendations to others considering the product

I would especially recommend Maximizer cloud to small and start-up businesses with limited IT knowledge and resources, as it is very easy to implement, reliable and regularly updated.

What business problems are you solving with the product? What benefits have you realized?

The main problem Maximizer solves for me is keeping track of the many contacts I interact with and enabling me to rapidly find them and their history. As a small business keeping on top of the many interactions with potential and actual clients is very important in ensuring we deliver a professional service to clients which imparts confidence that we can deliver projects for them. Without Maximizer it would be impossible to efficiently run a small consulting company like ours.

What do you like best?

Very adaptable to suit various needs. We love being able to access from anywhere. The support staff are wonderful. Always a pleasure to work with them.

What do you dislike?

I preferred the desktop version for its speed, the Web version is slightly slower to load but we are getting used to it (on premise installation, not hosted).

What business problems are you solving with the product? What benefits have you realized?

We are a service company and use Maximizer to schedule to obviously track clients but also, schedule estimates and service calls. We just started using a web form that connects directly to the database from a form on our website so that information does not have to be re-entered, just confirmed. We also use our own forms made in Word and it is great to be able to easily bring client data over into these forms.

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